IMPORT/EXPORT CUSTOMERS FOR MAGENTO 2 User Guide User Guide Page 1
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Table of Contents 1 Extension Description 4 2 Extension Installation 5 3 Extension Usage 6 4 Support 8 User Guide Page 3
Extension Overview This Magento 2 extension allows you to import and export your magento customer data. This extension also supports import/export of all customer data such as (customer type / billing and shipping address / password / password hashes. You can set clear text passwords on import). This extension will import/export data in CSV format. FEATURES: - Import/Export all customer data / including custom customer attributes. - Import/Exports all customer addresses including default billing / shipping addresses and all other addresses. - Can optionally create Customer Groups at time of import if they do NOT exist - Supports Multi-store environments - Can set clear text passwords on import - Optionally Convert Magento1 Hashes to Magento 2 Hashes - Comes with a User Manual / Install Instructions User Guide Page 4
Extension Installation 1. Log out from Magento Admin panel if you are logged in 2. Unpack the contents of the zip file purchased and VIA ftp and upload the app folder to your magento install root. 3. SSH into your magento server and Clear cache using command php -f bin/magento cache:flush 4. After uncompressing the customer import/export package, you should have one folder: app Upload everything in the app/* folder to your app/* folder. Then go to app/etc/modules 5. SSH into your magento server and run command via ssh in root of magento install to install module php -f bin/magento setup:upgrade and php -d memory_limit=1024m -f bin/magento setup:di:compile User Guide Page 5
Extension Usage 1. DO NOT Edit the CSV in excel it strips format and breaks import. I recommend using openoffice.org calc and saving in utf-8 format. 2. Overall the extension is very straight forward. You can find in magento admin under system -> import/export advanced customers and you can run the export to get a sample csv of customer data already in your site and then you just upload via the browse button and click the import customers button and it will import it into the system. 3. You can control the option creating customer groups that do not exist on import by setting the "Auto Create Customer Groups" by chaning the setting from "No" to "Yes" 4. You can control the option of forcing a customerid on import by changing the setting of "Insert Customer ID" from "No" to "Yes". 5. You can control the option of updating a existing customer password on import by changing the setting of "Update Customer Password" from "No" to "Yes". 6. You can control the option of optionally updating a existing customer firstname/lastname with the billing/shipping names. This is great for moving data from other systems and or older magento 1 systems where that data could be missing and is now required by magento2. You can change this by changing the setting of "Replace Firstname/Lastname with billing/shipping names if empty" from "No" to "Yes". 7. You can control the option of optionally converting magento 1 password hash format into magento 2 password hash format by changing the setting of "Convert Magento 1 Hashes to Magento 2 Hashes Format" from "No" to "Yes". User Guide Page 6
8. On export you can control the option of exporting all addresses for a customer by setting of "Export Multiple Addresses" from "No" to "Yes". 9. On export you can control the option of exporting the customer_id for a customer by setting of "Export Customer ID" from "No" to "Yes". User Guide Page 7
Support offers 1 hr of email support and updates for 6 months for all extension developed for Magento 2. If you need support related to extension usage, feel free to contact me at scottbolasevich@gmail.com User Guide Page 8